Investing is a relativistic endeavor because all investors have limited capital, and therefore must make choices between one option and another. It is with that in mind that I decided to take a look at the relative merits of our two Canadian railroads. In short, I would recommend purchasing Canadian National Railway (NYSE:CNI) and avoiding or shorting Canadian Pacific Railway (NYSE:CP). I outline my reasoning below.
Strategic Advantage of Canadian National Over Canadian Pacific
Reviewing a network map of these two railroads reveals something about their natures. Canadian National touches three coasts in North America, while Canadian Pacific barely touches two. This has obvious implications for any customers choosing one carrier over another to handle imports from Asia, Europe or South America. Additionally, the fact that CN has a strong presence on the Gulf Coast means that it can move fuel to and from refineries.
Less obvious, but as important, is the fact that CN can largely avoid the city of Chicago, the most important (and congested) rail hub in North America. In railroading, speed is everything and Chicago slows the entire network down dramatically. In fact, it’s been said that a train will take as much time to travel from Los Angeles to Chicago as it does to move from one side of Chicago to the other! With the purchase of the Elgin, Joliet and Eastern railway back in 2007, Canadian National is in a position to avoid the city, with the result that its average velocity is much higher.
Hot Canadian Stocks For 2018: El Pollo Loco Holdings, Inc.(LOCO)
Advisors’ Opinion:
- [By WWW.THESTREET.COM]
Earnings of note in the coming week include Analogic (ALOG) and Ascena Retail (ASNA) on Monday; Bojangles (BOJA) , H&R Block (HRB) , and Dick’s Sporting Goods (DKS) , Michaels (MIK) , and Urban Outfitters (URBN) on Tuesday; Ciena (CIEN) , Bankrate (RATE) , Express (EXPR) , Vera Bradley (VRA) , and Bob Evans Farms (BOBE) on Wednesday; El Pollo Loco (LOCO) , Hugo Boss (BOSSY) , Party City (PRTY) , Signet Jewelers (SIG) , and Verifone Systems (PAY) on Thursday; and Kirkland’s (KIRK) , and Vail Resorts (MTN) on Friday.
- [By Peter Graham]
The Q4 2016earnings report for small cap Tex Mex or Mexican restaurant stock El Pollo LoCo Holdings Inc (NASDAQ: LOCO) is scheduled for after the market closes onThursday (March 9th). Last time around, the Company missed analyst estimates across the board and cut its guidance for the full year.
- [By Peter Graham]
A long term performance chart shows Del Taco Restaurants now outperforming Mexican restaurant stock peers such as mid cap Chipotle Mexican Grill, Inc (NYSE: CMG) and small caps El Pollo LoCo Holdings Inc (NASDAQ: LOCO), Fiesta Restaurant Group Inc (NASDAQ: FRGI) and Chuy’s Holdings Inc (NASDAQ: CHUY) have mostly been drifting lower lately:
- [By Peter Graham]
Small cap Tex Mex or Mexican restaurant stock El Pollo LoCo Holdings Inc (NASDAQ: LOCO) reportedQ2 2017 earnings after the market closed Thursday.
Hot Canadian Stocks For 2018: J.B. Hunt Transport Services Inc.(JBHT)
Advisors’ Opinion:
- [By Lisa Levin]
Here is the list of stocks going ex-dividend on August 3, 2016.
J B Hunt Transport Services Inc (NASDAQ: JBHT) – $0.2200 dividend, 1.0791 percent yield
Johnson Controls Inc (NYSE: JCI) – $0.2900 dividend, 2.6250 percent yield
FirstEnergy Corp. (NYSE: FE) – $0.3600 dividend, 3.9680 percent yield
Sunoco LP (NYSE: SUN) – $0.8255 dividend, 10.7347 percent yield
Wells Fargo & Co (NYSE: WFC) – $0.3800 dividend, 3.1588 percent yield
BP plc (ADR) (NYSE: BP) – $0.6000 dividend, 6.8768 percent yield
American Airlines Group Inc (NASDAQ: AAL) – $0.1000 dividend, 1.1442 percent yield
Heidrick & Struggles International, Inc. (NASDAQ: HSII) – $0.1300 dividend, 2.9834 percent yield
Alcoa Inc (NYSE: AA) – $0.0300 dividend, 1.1321 percent yield
Sensient Technologies Corporation (NYSE: SXT) – $0.2700 dividend, 1.5341 percent yield
Posted-In: Ex-DividendNews Dividends Markets Trading Ideas
Hot Canadian Stocks For 2018: TransUnion(TRU)
Advisors’ Opinion:
- [By JJ Kinahan]
Ready To Shop? A highlight this coming week is Black Friday, and recent data hint that shoppers might be ready. A record 195.9 million consumers now have access to revolving credit such as bank-issued and private label credit cards, TransUnion (NYSE: TRU) said in a recent press release. This is the highest level of revolving credit access since TRU began measuring the variable and is greater than the 192.6 million consumers who had access to such credit products in Q3 2016. “The third quarter of 2017 exhibited a lending market that continued to operate in a stable manner, with consumers continuing to gain access to credit and take advantage of that access,” said Ezra Becker, senior vice president and head of research and consulting for TransUnion, in the press release. “However, we are beginning to see a slowdown in originations, which may be a signal of saturation in the lower-risk credit tiers and some pull-back in lender risk appetite in the higher-risk tiers.” Still, Becker predicted a “robust holiday shopping season.”
